LightReach allows you to offer lease financing for both solar and HVAC proposals directly within SubcontractorHub. This integration streamlines the financing process and helps you close more deals with flexible lease options. Follow the steps below to connect your LightReach account and start offering financing through your proposals.
Step 1: From the main menu, open the “Manage Integrations” dropdown and click “Integrations”.
Step 2: Click on the ‘Financing Partners' tab on the left-hand side.
Step 3: Locate the LightReach financing card and click “Connect”.
Step 4: Choose if you would like to integrate LightReach for solar or HVAC by selecting the corresponding option.
Step 5: To integrate LightReach for solar, enter the Base URL, Solar Username, Solar Password and Solar Alias. Then click “Verify and connect”.
Step 6: To integrate LightReach for HVAC, enter the Base URL, HVAC Username, HVAC Password and HVAC Alias. Then click “Verify and connect”.
Step 7: Once LightReach is connected, the financing card will look like the example below. Click on “Disconnect” to disconnect LightReach finance. Click on “Reconnect” to reconnect LightReach finance.
Note: When setting up or editing a finance integration for LightReach, you’ll now see an “Available for New Proposals” checkbox. This controls whether the finance partner is accessible in new proposals:
If checked, the finance partner will appear in both new proposals and change orders.
If left unchecked, the partner will only be available for change order proposals and will not appear in new proposals.
This gives you more control over how and where financing options are presented, helping streamline your workflow and prevent confusion during proposal setup.
